Your ultimate goal with investors as a private company is Trust. We help you establish meaningful and mutually beneficial relationships with investors that build confidence and market value — while avoiding costly mistakes. We have a comprehensive knowledge of the investment community and years of experience and relationships developed by working on behalf of companies ranging from startups to Fortune 100 firms.

When working with our team,

  • Your path to follow-on funding will be easier
  • Your Time-to-Capital will be reduced
  • Your relationships with investors will foster confidence, trust and higher valuation

Favorable relationships with investors deliver value.


Strategic Counsel: Providing insight on real-time and long-term issues affecting your market value and investor relationships.  

Investor Relations Strategy: Developing an investor relations strategy that best fits your stage of development, the size and expectations of your investor base, and other factors aligned to your investment thesis.

Narrative Development: Creating a storyline that is crisp, compelling and relevant so that pitch meetings and other investor interactions generate results.

Presentation and Content Creation:  Integrating the narrative into pitch decks, executive summaries and on-going newsletters and reports.

Quarterly Results Communication: Engaging investors regularly by communicating your quarterly performance and ongoing achievements in-line with your growth strategy.

Investor Relationships: Partnering with you in investor meetings and taking the lead on investor inquiries and outreach when the value of your time is best served elsewhere.

News Releases: Generating maximum benefit from dynamic news releases that leverage your message across key audiences in alignment with your marketing goals.

Perception Audits: Providing valuable feedback from investors to ensure the message being heard is the one you want delivered.

Board Reporting: Presenting to boards or preparing board materials that convey investor sentiment, peer analyses, and opportunities to elevate market value.


For a complimentary discussion and review of your investor approach, contact us here.


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Blog – 10 Ways to Look Good to Your Private Company Investors

Communicating an effective story about your private company is both an art and a science.  Here are 10 tips to look good to your investors.

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Case Study – Clean-Tech Startup Investor Communications

A best-in-class investor relations program for a privately held company raised its reputation among existing and prospective shareholders and contributed to the success of several subsequent funding rounds.

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